CHRISTIANSBURG, VACRD 283428Latest ADV February 17, 2026
Martin Wealth Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Christiansburg, VA. Its latest Form ADV filing, dated February 17, 2026, reports $377M in regulatory assets under management, 10 employees, 2 offices, and 1,638 accounts.
Assets Under Management
$377M
Employees
10
Offices
2 offices
Total Clients
896
Primary office
CHRISTIANSBURG, VA
1055 W MAIN STREET, CHRISTIANSBURG, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.1% of total clients.
Top client categories% of clientsClients
1
Individuals
89.1%
798
2
HNWI
10.9%
98
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of February 17, 2026
Discretionary100.0%
$377M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$377M
Total Accounts1,638
10Y AUM Change+$237M (+169.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee90:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.